Bordeaux Wealth Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
1,503
+118
+9% +$43.3K 0.07% 81
2025
Q1
$507K Sell
1,385
-62
-4% -$22.7K 0.09% 88
2024
Q4
$563K Buy
1,447
+22
+2% +$8.56K 0.09% 83
2024
Q3
$578K Buy
1,425
+483
+51% +$196K 0.1% 81
2024
Q2
$324K Sell
942
-132
-12% -$45.4K 0.06% 104
2024
Q1
$412K Sell
1,074
-323
-23% -$124K 0.14% 66
2023
Q4
$484K Sell
1,397
-752
-35% -$261K 0.16% 61
2023
Q3
$649K Sell
2,149
-83
-4% -$25.1K 0.26% 44
2023
Q2
$693K Buy
2,232
+35
+2% +$10.9K 0.28% 43
2023
Q1
$648K Buy
2,197
+52
+2% +$15.3K 0.33% 44
2022
Q4
$678K Sell
2,145
-72
-3% -$22.7K 0.37% 41
2022
Q3
$612K Buy
2,217
+935
+73% +$258K 0.38% 43
2022
Q2
$352K Sell
1,282
-104
-8% -$28.6K 0.24% 61
2022
Q1
$415K Sell
1,386
-194
-12% -$58.1K 0.22% 63
2021
Q4
$656K Buy
1,580
+617
+64% +$256K 0.3% 53
2021
Q3
$316K Sell
963
-522
-35% -$171K 0.18% 62
2021
Q2
$474K Buy
+1,485
New +$474K 0.27% 56